Exclusives
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Adviser viewpoint | Truly Independent’s Katie Brinsden on rising to the continued challenge of Consumer Duty
As Consumer Duty becomes embedded into advice businesses and its real-world consequences become clearer, advisers are entering a decisive phase. Looking ahead…
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2026 prediction: From AI noise to real life connection
Nikki Zammit, Founder & Director of Realise Wealth Management, examines how the rapid rise of artificial intelligence in personal finance is exposing…
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Behind the scenes of freehold transfers: ensuring transparency and smooth handover
Joanne Wood, Solicitor at Mullis & Peake LLP, explains how early legal involvement and careful management help ensure smooth freehold transfers to…
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Making the most of what 2026 has to offer | intelliflo’s Nick Eatock is in festive mood
Taking a practical look at the prospects for the advice profession in 2026 whilst also reflecting on 2025, Nick Eatock, CEO, intelliflo,…
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MPS: Custom vs. off-the-shelf models
Ian Aylward, Head of Investment Partnerships at AJ Bell, highlights the growing demand for bespoke Managed Portfolio Services (MPS), which let adviser…
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Adviser insight | Truly Independent’s Katie Brinsden considers what targeted support really tells us about our industry
Earlier today, the Financial Conduct Authority (FCA) published its final Policy Statement on targeted support, confirming that the new regime will be…
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Where is the MPS market heading in 2026 and beyond?
We ask leading MPS asset managers to share their views on the challenges and opportunities that lie ahead for MPS. Where is…
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Why leasehold reform doesn’t have to mean commonhold
Lucy Riley, Legal Director at Nockolds and a member of ALEP, highlights how the government’s push to mandate commonhold as the default…
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Emotional Intelligence: The non-negotiable advantage in financial advice
James Woodfall, founder of Raise Your EI, and Cliff Lansley of the Emotional Intelligence Academy underline why emotional intelligence is becoming a…
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Commonhold won’t work without managing agent reform
Louise Uphill, Senior Associate at Moore Barlow LLP and a member of ALEP (the Association of Leasehold Enfranchisement Practitioners), highlights why commonhold…
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